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Our independent, in-depth research is intended to keep you informed about the state of the market, potential risks and opportunities, and how best to manage ever-changing environments. We are consistently tapped for our thought leadership by major media outlets including the Wall Street Journal, Barron’s, and more.

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March 5, 2025

CIO's Desk - Tariff Tantrum

Since taking office, the Trump administration has ushered in a slew of proposed policies that have created a level of uncertainty having an impact on markets, and on the decision making of consumers and companies.

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Insights

November 6, 2024

CIO's Desk - Post-Election Recap

With election results showing Donald Trump has been elected President, stocks rallied on November 6th as concerns around an uncertain election outcome were abated.

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Insights

September 25, 2024

CIO's Desk - The Impact of Lower Rates

Market prices already reflect lower interest rates from the Federal Reserve. As such, bond yields and fixed rate borrowing costs were little changed following the Federal Reserve’s decision to cut interest rates by 0.5% this past week.

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